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Simplify Exchange Traded Fun shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $16k 758 21.12
2025-12-31 $28k 1.3k 22.26

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NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Comfort Systems USA (FIX)
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Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

Top funds holding Simplify Exchange Traded Fun

Signature Estate and Investment Advisors
Envestnet Asset Management
AE Wealth Management
Park Edge Advisors
Insight Wealth Strategies
Altiora Financial Group
Principal Securities
Drive Wealth Management
CLS Investments
LPL Financial
Flagship Harbor Advisors
Meridian Wealth Management
Soltis Investment Advisors
Envestnet Portfolio Solutions
WCG Wealth Advisors

View all funds holding Simplify Exchange Traded Fun